Client Access

View my Account

View my Financial Plan

Your financial plan

View Plan

Client Access Help

Watch a brief video that quickly explains how to get the most out of Client Access.


Latest News from A&I

Read All Blog posts

Upcoming Events

March 2024
April 2024
No event found!
A selection of some of our most recent videos. For more, visit the Investment Advice Videos or our YouTube channel.

2023 Q4 market insights

Our research partners at iMGP and Athena Invest provide Karl Frank with insights about investing in the beginning of 2024. Skip ahead to:
* 2023 stocks, bonds returns (5 min)
* 5, ...
7 and 10 companies you might want to know (7 min)
* Opportunities we see in value, small and international companies (11 min)
* Federal Reserve and inflation, what that means for equities (15 min)
* iMGP research team predicts a mild recession (min 22)
* Athena research team: market barometer (min 28)

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
[+] Show More

Latest Podcasts

Listen to all Podcasts

We offer a free second opinion service for your friends, family and colleagues. When someone you ask about asks you for help, consider sending them a few links in an email. These are popular:

For more information on how to select a financial planner that best meets your unique needs, call us at 303-690-5070, or chat now!